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Another way to define a field with selectable values is to list the values in the Form Dropdowns (329) domain. All values with the same "Dropdown #" can then be referenced and used in the same list of options.
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These values are displayed in a Single Value Form Dropdown field or Multiple Value Form Dropdown field. The Single Value Form Dropdown allows to choose only one value from the list, and it can be displayed as a dropdown, list of radio buttons, or formatted buttons. The Multiple Value Form Dropdown allows to choose several values from the list, and it can be displayed as a dropdown, or a list of checkboxes.
Note: The example below
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shows how to create an Investment Objectives field. It will be a Single Value Form Dropdown field, with its values defined in the Form Dropdowns (329) domain under the Dropdown # 'INVESTMENT_OBJECTIVES'.
Step
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Result
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1: Create five New Form Dropdown fields.
| Rw ui steps macro | ||
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Click Save.
Repeat steps 1.1-1.3 five times using the field values below. |
Field 1:
Field | Value |
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Dropdown # | INVESTMENT_OBJECTIVES |
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Priority | 1 |
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Dropdown Value | Balanced Growth |
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Dropdown Code | BALANCED_GROWTH |
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Field 2:
Field | Value |
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Dropdown # | INVESTMENT_OBJECTIVES |
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Priority | 2 |
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Dropdown Value | Preservation of Principal |
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Dropdown Code | PRESERV_PRINCI_INCOM |
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Field 3:
Field | Value |
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Dropdown # | INVESTMENT_OBJECTIVES |
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Priority | 3 |
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Dropdown Value | Growth |
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Dropdown Code | GROWTH |
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Field 4:
Field | Value |
|---|---|
Dropdown # | INVESTMENT_OBJECTIVES |
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Priority | 4 |
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Dropdown Value | Speculation |
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Dropdown Code | SPECULATION |
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Field 5:
Field | Value |
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Dropdown # | INVESTMENT_OBJECTIVES |
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Priority | 5 |
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Dropdown Value | Aggressive Growth/Aggressive Income |
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Dropdown Code | AGGRESS_GROWTH_INCOM |
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Step 2: Create a new Dynamic Wizard Widget.
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Proceed to Administration menu > Single Pane of Glass tile > Widgets tile |
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Create a new Dynamic Wizard widget. |
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Step 3: Add a Dropdown Field.
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Open the Pages tab in the Docupace Start editor, |
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Create a new page |
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Add a field to the new page.
Open Add Field panel.
Add a Single Value Form Dropdown field to the page.
This first field will ask the user to choose Investment Objectives for the account.
Enter the following values for the field settings: |
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Adding a Single Value Form Dropdownfield
Field | Value | |
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Field Label |
| Note: This is the name of the field that is displayed above the dropdown. |
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Use label as a placeholder | Selected |
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Meta Field Name |
| Note: This is the unique name for the data held within the field as it can be referenced by other JavaScript code in the widget or mapped to respective fields in PDF forms. |
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Display Type | Select | Note: The list of options will be displayed as a dropdown. |
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Dropdown # |
| Note: The name of the dropdown as it is defined in the Form Dropdowns (329) domain. |
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Required | Selected | Note: The user will be required to fill in this field. |
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Sort by | 110102,100201 This will sort the values in the dropdown first by Priority (attribute id 110102) and then by Dropdown Value (attribute id 100201). The attribute ids can be seen, by clicking on the attribute name in the domain details for any entry. |
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 Attribute ids for a Form Dropdowns entry |
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Step 4: Apply the Changes.
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Click Apply button |
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at the bottom of the screen to close the Widget Design Screen and apply changes.
Then click Save button |
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at the top of the Widget Details Screen to save these changes. |
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Step 5: Test Your Widget.
Test the widget by opening the Investment Objectives dropdown. Available options should be:
'Balanced Growth'
'Preservation of Principal'
'Growth'
'Speculation'
'Aggressive Growth/Aggressive Income'.
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A Single Value Form Dropdown field with options